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MainStay Epoch International Choice Inv ICELX

Quantitative rating as of
  • NAV / 1-Day Return 37.72  /  0.91 %
  • Total Assets 230.4 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.69%
  • Turnover 49%

Morningstar’s Analysis ICELX

Will ICELX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An upgrade in its Process Pillar rating is the primary driver of MainStay Epoch International Choice Inv's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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